Tyler Sturgill
Tyler Sturgill is a registered investment advisor at Kestra Advisory Services, LLC, based in Westminster, MD, with 20 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
2 Locust Lane, Suite 301, Westminster, MD, 21157
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2024Other Business ActivitiesSells Insurance
Tyler is involved in several business activities, including loan facilitation, real estate investments through multiple LLCs, and investment advisory services. He also serves as a Managing Principal at Chain Bridge Financial Group, where he engages in registered representative activities, consulting, insurance, and investment advisory services, dedicating full-time hours to this role.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
1st Global Capital CORP.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.